Nvidia positioned to weather Trump tariffs, chip demand ‘off the charts,’ says Altimeter’s Gerstner

Nvidia positioned to weather Trump tariffs, chip demand ‘off the charts,’ says Altimeter’s Gerstner

Altimeter Capital CEO Brad Gerstner said Thursday that he is moving out of the “bomb shelter” with Nvidia and into a position of safety, expecting that the chipmaker is positioned to withstand President Donald Trump’s widespread tariffs.

“The…

Article Source
https://www.cnbc.com/2025/04/03/nvidia-positioned-to-weather-trump-tariffs-says-altimeters-gerstner.html